A Goldilocks Economy: How Records are Broken – Alex Petrovic III, CFP®
Will our Goldilocks Economy continue for years to come?
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2nd Quarter Newsletter
What is a Goldilocks Economy?
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When and Why to Switch Auto Insurance
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether...
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Pros and Cons of a Reverse Mortgage
Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some...
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Facing Your Fear – How Bad Is A Bear Market Really? Sandi Weaver, CPA, CFP®, CFA®
Facing Your Fear – How Bad Is A Bear Market Really? Sandi Weaver, CPA, CFP®, CFA® Thanks to the last three months, we’ve...
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1st Quarter Newsletter - January 17, 2019
Our newsletter this quarter features two timely articles on the financial markets: Alex's review of 2018 and outlook for...
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Estate Planning 101 - Protect What you Cherish
Sandi Weaver can give a workshop for your group!
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Is it Your New Year’s Resolution to Retire?
Learn tips on planning for retirement, budgeting and how to best utilize your Social Security benefits
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4th Quarter 2018 Newsletter
Trade Update! NAFTA 2.0 and the Global Trade Spat by Alex Petrovic & This is too good to be true! Or, are we headed for...
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Here’s how tariffs affect you!
Let’s look at Apple’s IPhone 6 for example...
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Do you (or your young adult) have post-graduation jitters?
Did your child leave the college campus to join the workforce in their first real job? Think of all the complexities...
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Death and Taxes and Living Wills by Sandi Weaver, CPA, CFP®, CFA®
A Living Will says “when to pull the plug”
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